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英伟达(NVDA)
盘后
203.62
-0.50
-0.24%
19:59 EDT
204.12
+7.19
+3.65%
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親愛的 瑞
·
04:01
$NVDA 20260710 207.5 CALL$
周末下午茶有了[得意]
$NVDA 20260710 207.5 CALL$ 周末下午茶有了[得意]
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GeoGeo 啾啾:
华尔街之瑞 你在干嘛
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Eric看点
·
07-08 17:26
英伟达重磅利空！新一代 144GPU 机架推迟 1 年，两大硬科技瓶颈难解
SemiAnalysis 爆料：NV Kyber NVL144 机架正交背板工艺失败，交付延后 12 个月至 2028。 78 层超高密度 PCB 背板需要特殊 M9 板材 + 石英 PTFE 介质，25μm 极细线路，工艺接近行业天花板，量产良率卡死交付。 产业链连锁问题： 1、Rubin Ultra 高端 GPU 砍配，4 芯版本作废，只剩 2 芯，性能腰斩； 2、CPO 互联 NVL576 八机架方案难产，光电技术、供应链产能不足； 3、替代双机架方案被云厂商拒绝，英伟达只能靠多卖小型 NVL72 机架弥补缺口。 交易看点： 1、英伟达短期业绩靠 Blackwell/Rubin 稳盘，但中长期算力扩张逻辑受损，AMD、谷歌 TPU 迎来份额窗口期； 2、高端 AI 背板仅沪电、胜宏、欣兴三家能做，稀缺价值提升； 3、CPO 商业化大幅延后，赛道炒作降温
$英伟达(NVDA)$
英伟达重磅利空！新一代 144GPU 机架推迟 1 年，两大硬科技瓶颈难解
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阳光财经
·
12:00
【视频】川普掀桌子是机会来临的信号？
美联储昨日公布了会议纪要，市场解读为鹰派，受此影响，股市全线下跌，会议重申维持银行充足储备的政策，并明确声明不在重申任何暗示未来可能宽松的措辞。会议讨论了AI投资的影响，认为短期内推高了技术产品和能源需求，但长期有望通过提高生产力来提升总供给。 美伊战争停火协议结束，霍尔木兹海峡通航情况发现，过去24小时通过34艘船，是站前水平的66%，布伦特原油出现反弹，战争对美股短线的影响是有的，中长线影响基本没有，标普指数从历史上来看从来没有输给任何异常战争。 大空头原型，继续加码做空ai，通过看跌期权做空半导体ETF
$英伟达(NVDA)$
和
$Palantir Technologies Inc.(PLTR)$
，这次他的冒头针对的是韩国，韩国公司大规模投资是市场终结的开端。
【视频】川普掀桌子是机会来临的信号？
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yjhnb
·
07-08 23:56
$英伟达(NVDA)$
说实在的赚钱效应不如A股。
$英伟达(NVDA)$ 说实在的赚钱效应不如A股。
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小兔白又白
·
01:03
$英伟达(NVDA)$
中国放开了，可以部分采购，全面看多！坚决看多！
$英伟达(NVDA)$ 中国放开了，可以部分采购，全面看多！坚决看多！
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Vinsa8
·
00:49
$英伟达(NVDA)$
元神归位？semi个印度刊物机构，要被收拾了
$英伟达(NVDA)$ 元神归位？semi个印度刊物机构，要被收拾了
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手撕烤兔
·
00:33
$英伟达(NVDA)$
200的抛压大成这样
$英伟达(NVDA)$ 200的抛压大成这样
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Vinsa8
·
07-08 22:55
$英伟达(NVDA)$
美伊战争对你丝毫不影响呀，345一直在打，影响你的业绩和利润了吗？
$英伟达(NVDA)$ 美伊战争对你丝毫不影响呀，345一直在打，影响你的业绩和利润了吗？
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长盈财经
·
11:35
$联想集团(00992)$
听说又要买H200了，英伟达昨晚直接大涨。 这个消息对联想绝对是个利好。还记得5月份路透社的消息，当时说阿里、腾讯、字节获批购买H200，同时联想和富士康获批分销。这次传出来的名单里，又多了DeepSeek。 很多人第一反应是看英伟达，但对港股投资者来说，更该看谁能承接后面的落地。AI公司买到H200只是第一步，真正要用起来，还得靠服务器、液冷、集群部署、运维和交付。 这就绕不开联想。 联想本来就是阿里、腾讯最大的服务器供应商之一。所以如果阿里、腾讯、字节、DeepSeek这类公司重新补高端算力，后面不可能只买芯片，还要有人把芯片变成一整套能跑起来的AI基础设施。联想既有服务器整机能力，也有液冷、集群部署和企业级交付经验。 英伟达涨的是芯片预期，联想受益的是交付预期。H200如果真的重新打开通道，联想在这条链上的位置，可能比市场想象中更重要。
$英伟达(NVDA)$
$阿里巴巴(BABA)$
$联想集团(00992)$ 听说又要买H200了，英伟达昨晚直接大涨。 这个消息对联想绝对是个利好。还记得5月份路透社的消息，当时说阿里、腾讯、字节获批购...
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可乐虎
·
07-08 03:13
07.07美股：SMH破位了，风暴眼。芯片股今日开盘跳空低开，继续减仓。
$英伟达(NVDA)$
$特斯拉(TSLA)$
$纳斯达克(.IXIC)$
SMH破位了，风暴眼。芯片股今日开盘跳空低开，大盘再挣扎也意义不大了，撤吧继续减仓，这行情反反复复，难做。 只留3成到4成防守仓位就行（VOO定投、七姐妹） 防守仓在七姐妹的话进退自如。SPX如果有最差的情况也是7150、7050，等下一波吧 图片
07.07美股：SMH破位了，风暴眼。芯片股今日开盘跳空低开，继续减仓。
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公司概况
公司名称
英伟达
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.nvidia.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
英伟达公司于1993年4月在加利福尼亚州注册成立，并于1998年4月在特拉华州重新注册成立。公司开创了加速计算的先河，帮助解决最具挑战性的计算问题。公司的两个主营业务——GPU和Tegra处理器——基于一个单一的底层架构。英伟达有一个平台战略，汇集硬件、系统软件、可编程算法、库、系统和服务，为服务的市场创造独特的价值。
07-02
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-30
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-22
关联方拟减持公告
Form 144 | NVIDIA高管 Donald Robertson 拟减持4594股，总价约96万美元
Form 144 | NVIDIA高管 Donald Robertson 拟减持4594股，总价约96万美元
06-18
关联方拟减持公告
Form 144 | NVIDIA 董事 Mark A Stevens 拟减持170万股，总价约3.48亿美元
Form 144 | NVIDIA 董事 Mark A Stevens 拟减持170万股，总价约3.48亿美元
06-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-15
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
06-03
关联方拟减持公告
Form 144 | NVIDIA董事Stephen C. Neal拟减持15500股，总价约334万美元
Form 144 | NVIDIA董事Stephen C. Neal拟减持15500股，总价约334万美元
05-27
关联方拟减持公告
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
05-20
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-28
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-20
关联方拟减持公告
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
03-20
关联方拟减持公告
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
分时
5日
日
周
月
数据加载中...
最高
205.16
今开
195.18
量比
1.07
最低
195.06
昨收
196.93
换手率
0.63%
热议股票
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